Nicole is the client relations manager specializing in assisting clients with scheduling appointments in the office or over the phone. Nicole assists each advisor in scheduling reviews, follow up meetings, prospect meetings, and day to day operations. Nicole has years of experience in the customer service industry, allowing her to assist clients with questions and concerns.
Nicole studied accounting and business management in California where she grew up. Nicole is currently working towards becoming a Registered Paraplanner Qualified Professional (RPQP) through the College for Financial Planning. Prior to working at Cornerstone Financial Advisors, LLC, Nicole worked for the City of Merced in the Financial Department as the Purchasing Storekeeper. Nicole and her fiancé moved to Idaho Falls in September 2017. In her free time, she is either riding dirt bikes, camping or hunting.